Ramiro (Book&Trading)

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗

🚨A HACKER GROUP JUST STOLE 4,000 OF GITHUB'S OWN PRIVATE REPOSITORIES.. PUT THEM UP FOR SALE FOR $50,000.. AND THE WAY THEY GOT IN IS THE SCARIEST PART.. They didn't hack GitHub's servers.. They poisoned a VS Code extension.. One GitHub employee installed it.. And the attackers walked through the front door using the employee's own credentials.. The group calls themselves TeamPCP.. They name their malware after the sandworms from Dune.. And they've been running the most sophisticated supply chain attack campaign in cybersecurity history.. Here's how the whole thing unfolded.. In March.. They poisoned Trivy.. One of the most trusted security scanners in the world.. Used by over 10,000 development workflows globally.. They injected credential-stealing malware into Trivy's official GitHub Action.. The malware ran silently BEFORE the security scan.. So every log showed "scan completed successfully" while the malware was stealing AWS keys, SSH credentials, database passwords, and Kubernetes tokens in the background.. It took Aqua Security 5 days to fully remove them.. Using the stolen credentials.. They breached Cisco Systems.. Cloned over 300 private repositories.. Including source code for unreleased AI products.. And repositories belonging to Cisco's customers.. Major banks.. Government agencies.. BPO firms.. In April.. They hit Checkmarx.. Another security vendor.. Poisoned 5 official Docker images in 83 minutes.. The scanner worked perfectly.. It just silently sent all your secrets to the attackers.. That automatically cascaded into Bitwarden.. The password manager.. Their CI/CD system pulled the poisoned Docker image.. And the attackers injected malware into Bitwarden's official CLI package published on npm.. One compromised security scanner poisoned a password manager.. Automatically.. No human involved.. In May.. They hit TanStack.. Libraries downloaded millions of times per week.. 84 malicious package versions across 42 packages.. And here's the terrifying part.. The malware scraped the raw memory of GitHub's build servers.. Extracted authentication tokens.. Used those tokens to bypass two-factor authentication.. And then published the infected packages with completely valid cryptographic signatures.. Every security verification tool on earth said the packages were legitimate.. Because they were signed by the real pipeline.. Using real keys.. The attackers just happened to be inside the pipeline when it signed.. They defeated the entire trust model of modern software supply chains.. The same week they hit the Nx Console VS Code extension.. 2.2 million installations.. The malware specifically targeted Claude Code configurations.. Hunting for AI assistant credentials.. That's a first.. Supply chain malware designed to steal your AI's access keys.. Then on May 19.. They revealed the GitHub breach.. 4,000 internal repositories.. Listed for sale at $50,000.. With a warning.. "If nobody buys it.. We leak everything for free".. Their malware is self-propagating.. Once it infects one package.. It automatically finds every other package that developer maintains.. Steals the publish tokens.. And infects all of them.. Then those packages infect the next developer.. And the next.. It jumps between npm and PyPI automatically.. The group doesn't even do the extortion themselves.. They sell stolen credentials to ransomware gangs.. One gang used TeamPCP's data to threaten Cisco with leaking FBI and NASA personnel records.. And the scariest part of all.. They didn't break any encryption.. They didn't find any zero-days.. They exploited the fact that the entire software industry blindly trusts its own build tools.. Every security scanner.. Every Docker image.. Every VS Code extension.. Every GitHub Action.. Is a potential weapon if someone poisons it upstream.. And right now.. Nobody can tell the difference between a legitimate build and a compromised one.. Because the compromised ones have valid signatures too.

We are investigating unauthorized access to GitHub’s internal repositories. While we currently have no evidence of impact to customer information stored outside of GitHub’s internal repositories (such as our customers’ enterprises, organizations, and repositories), we are closely monitoring our infrastructure for follow-on activity.